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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,899 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,129 | $46,732+39.4% | $156,551-58.4% | $55,167+18.1% |
| Participation rate | 96.1% | 65.8%+30.3pp | 84.0%+12.1pp | 69.0%+27.1pp |
| Annual return | 7.43% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $3,015 | $2,105+43.2% | $5,501-45.2% | $1,963+53.6% |
| Participant deferral / active EE | $3,919 | $2,204+77.8% | $4,871-19.5% | $3,054+28.3% |
| Admin fee / account holder | $17 | $418-96.0% | $13,028-99.9% | $504-96.7% |